Zimple

Insight & inspiration

The best tips, tricks and insights into how to use Pipedrive

Pipedrive workflow automations

Sales automation: what and why? Concrete examples!

One of the best functions of a CRM is the ability to automate recurring tasks.This is also often mentioned when demoing Pipedrive, but just saying “workflow automation” does not really mean anything. What can you actually do with them that would make a sales rep’s and sales leader’s life easier?

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lead management in pipedrive

Lead management in Pipedrive

We all have the problem of drowning in hot leads and not having any idea where to shove them all? No? Well, even if you get slightly less leads, it is still important to pay attention to their efficient adding, qualifying and handling. Leads are too valuable to lose.

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Pipedrive playbook

Pipedrive playbook template by Zimple is a tool intended to help you create and document your own best practices. The playbook will help both in setting up practical everyday use as well as specifying more versatile scenarios.

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